Triad Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$807K Sell
2023
Q2
$846K Sell
2023
Q1
$848K Sell
2022
Q4
$871K Buy
2022
Q3
$758K Buy
2022
Q2
$804K Buy
2022
Q1
$909K Sell
2021
Q4
$989K Buy